All times EDT
7:10 a.m. George Reed-Dellinger,
HSBC Washington Analysis
7:40 a.m. Jeff Seglin,
8:10 a.m. Jerome Booth,
ANZ Investment Bank
Head of emerging markets at ANZ, Booth last month told
The Financial Times
that local currency debt is becoming "an increasingly important asset class." He said: "It offers returns frequently in excess of those available in the developed world and has enough diversification to ensure that a problem with one currency does not significantly affect the portfolio."
8:20 a.m. Michael Norman,
Economic Contrarian Update
The Financial Times
in March of 1996 that he expected bonds to be "a very bad investment" that year.
Harvey White, President,
QCOM) Harvey White is the six foot, five inch brainiac founder of Qualcomm, the maker of a whiz-bang digital cell phone technology. Qualcomm has
bounced off some bottoms lately -- White must have hopes that the San Diego Padres, now playing in "Qualcomm" stadium, also rebound.
9:40 a.m. Bob Gabele,
The expert on insider buying and selling -- a perennial pleaser for everyone's prurient interest.
10:20 a.m. William Shaw,
This New York City-based company --
profiled back in December -- makes everything from Brazilian phone directories to those annoying telephone information computers that say "What city please." With hope, Shaw will explain why the area code is good enough for anyone else, but not Volt.
10:40 a.m. Larry Rice, market strategist,
Josephthal Lyon & Ross
Ever dour, Rice loves to talk about how all those bulls will get their come-uppance.
11:20 a.m. Wayne Mack, franchisee attorney,
Duane Morris & Heckscher
12:20 p.m. Anne Bingaman,
1:40 p.m. Richard Syron, Chairman,
American Stock Exchange
Always direct, the former head of the
bank will discuss the Amex's move to trade shares in 1/16ths, or "teenths" as they are known.
3:03 p.m. Art Cashin,
View from the floor.
3:20 p.m. Alice Rivlin, Vice Chair,
3:44 p.m. David Rinehimer,
4:10 p.m., John Chambers, CEO,
CSCO) Cisco's growing at a nice clip; Tuesday night it reported that profits were up 40.5% this quarter from last year. CEO John Chambers will expound on his company's position.
5:40 p.m. Jim O'Shaughnessy,
regular, wrote a best-selling business book,
What Works On Wall Street
and, based on his view of what works, started four funds now available through the
networks. His basis approach is "strategic" investing -- choosing stocks that satisfy certain historically proven statistical criteria, according to a write-up in
. The upshot: Don't expect specific stock recs.
6:11 p.m., Joseph Nocera,
Wrote a page-turner,
A Piece of the Action
, that chronicles the development of credit cards, money markets and mutual funds -- and how they changed the lives of America's middle class.